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Courage Miller Partners, LLC

Q4 2025 · 13F-HR

Courage Miller Partners, LLCholdings as filed

Filed 2026-01-26 · accession 0001482106-26-000001

$332.1M
Reported value
84
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524201SCHXSCHWAB STRATEGIC TR$47.0M14.1%1,745,021CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$30.1M9.05%1,250,097CommonNONE
46432F859ISTBISHARES TR$26.9M8.10%552,050CommonNONE
464288646IGSBISHARES TR$23.0M6.94%435,873CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$19.4M5.83%794,567CommonNONE
921937835BNDVANGUARD BD INDEX FDS$18.5M5.56%249,376CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$13.8M4.16%458,977CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$13.1M3.95%478,290CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$11.4M3.44%59,572CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$10.9M3.28%521,872CommonNONE
808524607SCHASCHWAB STRATEGIC TR$10.4M3.12%363,985CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$8.9M2.69%273,958CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.2M2.48%153,066CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$8.1M2.43%271,995CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$7.7M2.32%169,285CommonNONE
808524706SCHESCHWAB STRATEGIC TR$6.8M2.06%208,440CommonNONE
78463X848CWISPDR INDEX SHS FDS$6.8M2.04%188,971CommonNONE
921937827BSVVANGUARD BD INDEX FDS$4.3M1.30%54,865CommonNONE
464287200IVVISHARES TR$3.0M0.91%4,431CommonNONE
78464A821MDYGSPDR SERIES TRUST$2.8M0.86%30,785CommonNONE
464287374IGEISHARES TR$2.8M0.84%55,494CommonNONE
464288638IGIBISHARES TR$2.7M0.82%50,773CommonNONE
78464A839MDYVSPDR SERIES TRUST$2.6M0.79%30,879CommonNONE
037833100AAPLAPPLE INC$2.2M0.65%7,922CommonNONE
46432F842IEFAISHARES TR$1.8M0.55%20,542CommonNONE
02079K305GOOGLALPHABET INC$1.8M0.54%5,745CommonNONE
464288307IMCGISHARES TR$1.8M0.53%22,245CommonNONE
922908769VTIVANGUARD INDEX FDS$1.7M0.52%5,157CommonNONE
78464A300SLYVSPDR SERIES TRUST$1.6M0.49%17,714CommonNONE
464288406IMCVISHARES TR$1.5M0.47%18,761CommonNONE
78464A201SLYGSPDR SERIES TRUST$1.5M0.45%15,965CommonNONE
023135106AMZNAMAZON COM INC$1.4M0.43%6,251CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.4M0.43%2,099CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M0.38%10,522CommonNONE
907818108UNPUNION PAC CORP$1.2M0.36%5,188CommonNONE
46432F834IXUSISHARES TR$1.2M0.35%14,517CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.0M0.31%7,200CommonNONE
464288679SHVISHARES TR$1.0M0.30%9,183CommonNONE
921937819BIVVANGUARD BD INDEX FDS$952,8620.29%12,235CommonNONE
464287507IJHISHARES TR$903,4360.27%13,688CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$784,9070.24%910CommonNONE
464287739IYRISHARES TR$705,2590.21%7,512CommonNONE
46434V407SHYGISHARES TR$702,8110.21%16,394CommonNONE
464289859AOAISHARES TR$683,2740.21%7,629CommonNONE
464288257ACWIISHARES TR$672,0780.20%4,750CommonNONE
464287309IVWISHARES TR$636,8120.19%5,166CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$580,5610.17%1,155CommonNONE
464288604ISCGISHARES TR$541,2340.16%9,759CommonNONE
72201R205STPZPIMCO ETF TR$541,1070.16%10,084CommonNONE
464287119ILCGISHARES TR$538,9270.16%5,180CommonNONE
464288703ISCVISHARES TR$536,3550.16%7,830CommonNONE
464288562REZISHARES TR$522,9460.16%6,328CommonNONE
464287804IJRISHARES TR$520,9250.16%4,335CommonNONE
464288273SCZISHARES TR$507,0680.15%6,540CommonNONE
46434G103IEMGISHARES INC$477,5310.14%7,104CommonNONE
464287176TIPISHARES TR$459,0940.14%4,177CommonNONE
02079K107GOOGALPHABET INC$453,4410.14%1,445CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$441,1130.13%9,129CommonNONE
886364801SPUSTIDAL TRUST I$414,8420.12%8,123CommonNONE
464287168DVYISHARES TR$395,4060.12%2,802CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$388,2500.12%5,278CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$384,6700.12%16,460CommonNONE
922908637VVVANGUARD INDEX FDS$383,7410.12%1,219CommonNONE
46434V878ICSHISHARES TR$371,6620.11%7,348CommonNONE
922908751VBVANGUARD INDEX FDS$359,8400.11%1,395CommonNONE
36828A101GEVGE VERNOVA INC$355,5420.11%544CommonNONE
532457108LLYELI LILLY & CO$349,2710.11%325CommonNONE
464287234EEMISHARES TR$341,2810.10%6,238CommonNONE
922908363VOOVANGUARD INDEX FDS$329,8700.10%526CommonNONE
464287408IVEISHARES TR$328,0720.10%1,547CommonNONE
92826C839VVISA INC$326,8620.10%932CommonNONE
464288109ILCVISHARES TR$303,2730.09%3,214CommonNONE
922908629VOVANGUARD INDEX FDS$289,6400.09%998CommonNONE
53656F268UMMALISTED FDS TR$286,8080.09%9,687CommonNONE
594918104MSFTMICROSOFT CORP$282,1070.08%583CommonNONE
464287226AGGISHARES TR$280,1630.08%2,805CommonNONE
580135101MCDMCDONALDS CORP$269,8710.08%883CommonNONE
464287564ICFISHARES TR$264,7560.08%4,437CommonNONE
464287325IXJISHARES TR$244,4740.07%2,510CommonNONE
718172109PMPHILIP MORRIS INTL INC$240,6000.07%1,500CommonNONE
78409V104SPGIS&P GLOBAL INC$239,3460.07%458CommonNONE
46137V225GRPMINVESCO EXCHANGE TRADED FD T$237,9800.07%1,983CommonNONE
464287499IWRISHARES TR$226,6200.07%2,354CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$218,9950.07%755CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.